Digging desperately in the Coppermine

I probably should have mentioned this one last week, but I didn't want to let it slip by without mention. It seems Intel is having yield problems on its new "Coppermine" Pentium III processors, because Intel is not supplying the market very well with the new CPUs. (Have a look at this ZDNet report, for instance.) Given the way Intel has been able to fill channels before processor releases in the past, the present situation is not a good sign.

Is it just me, or did Intel and AMD agree to swap places in the past few months?